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Phillip Signature India Portfolio

Phillip Capital India

About Company

PhillipCapital India, headquartered in Mumbai, is a diversified financial intermediary that provides brokerage services in cash and derivatives (equities, commodities, and currencies), as well as Advisory Services, Distribution of IPOs/ Mutual Funds/ Insurance, Research Services, Demat services, Clearing Services, Portfolio Management Services (PMS), and Merchant Banking Services to corporates, foreign and domestic institutions, and high net worth individuals (HNI). PhillipCapital (India) P. Ltd. is a subsidiary of the Singapore-based PhillipCapital Group.’ The National Stock Exchange (NSE), the Bombay Stock Exchange (BSE), the Metropolitan Stock Exchange (MSEI), the Multi Commodity Exchange (MCX), and the National Commodity and Derivatives Exchange Ltd all have us as members (NCDEX). We also participate in the Central Depository Services Limited (CDSL) and National Securities Depository Limited (NSDL) depository systems (NSDL).

PhillipCapital Signature India Portfolio

Fund Snapshot

Year of Inception 2016
Number of Stocks 20
Investment Horizon Medium to Long Term
Fund Managers Nishit Shah

Investment Philosophy

  • The goal ofΒ PhillipCapital Signature India PortfolioΒ is to invest in companies with strong corporate governance, long-term growth prospects, emerging industries, and turnaround stories.
  • PhillipCapital Signature India Portfolio invests in cherry-picked stocks across large, mid, and small capitalization companies with the goal of generating superior returns over the medium to long term.
  • The focus ofΒ PhillipCapital Signature India PortfolioΒ is on building a diversified portfolio of companies with strong corporate governance, long-term growth prospects, exposure to emerging markets, and turnaround stories.

Unique Feature

To invest in companies having good corporate governance

Phillip Signature India Portfolio

Benchmark: BSE 500 TRI

Phillipcapital (India) Pvt Ltd

AUM(Cr.) 1M 3M 6M 1Y 2Y 3Y 4Y 5Y Ince.
Performance β‚Ή204.34 -10.67 -14.99 -13.60 -6.22 -2.75 7.46 3.73 6.34 9.57
Benchmark NA -11.34 -13.90 -9.58 -3.80 0.40 11.72 8.05 10.50 12.07
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Fund Manager

Nishit Shah

Nishit Shah is a seasoned investment professional with over 19 years of experience in the Indian equity markets. As the Head of PMS and Fund Manager at PhillipCapital India, he oversees several key strategies, including the Phillip Signature India Portfolio and the Phillip Emerging India Portfolio. A triple graduate specializing in finance and management, his career includes tenures at prominent firms such as Motilal Oswal, AMSEC, and Sushil Finance. His investment philosophy is centered on high-conviction, focused portfolios that prioritize strong corporate governance and sustainable growth over macro-level noise. He is recognized for his "bottom-up" approach to identifying long-term winners while maintaining a disciplined, staggered investment process to manage market volatility.

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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.

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